How to Reschedule - One Time or Recurring

It outlines the rescheduling workflow, options available , how to apply optional rescheduling fees, and how changes are reflected in logs and maps.

How to Reschedule a Job

1. Locate the Job

• Go to Jobs and find the job you want to reschedule.

• You no longer need to access the subscription first—rescheduling can be done directly from the job screen.

2. Open Reschedule Options

• Click Reschedule in the job options menu.

• You’ll see three choices:

  • Reschedule: When the client requests a new date.

  • Skip: When the client cancels or skips a visit.

  • Bump: When the company moves the job internally.

3. Select New Date

• Choose the new cleaning date (e.g., moved from May 2 to May 1).

• Then, select the next scheduled date (e.g., resume regular service on May 9).

• Add detailed comments explaining what changed (e.g., “Rescheduled from Friday 5/2 to Thursday 5/1, resuming regular schedule Friday 5/9”).

• Comments appear in the Interactions Log for tracking.

4. Apply Fees (if needed)

• If the reschedule is within 24 hours, apply a rescheduling fee (e.g., $150).

• If no fee applies, select No Fee.

• The card will only be charged when you press Save.

5. Save and Confirm

• Click Save to complete the update.

• In the Interactions Log, confirm that:

  • The job shows as rescheduled.

  • Notes are visible.

  • Any applied charges are listed.

6. Verify on Schedule Map

• The original date (e.g., May 2) will no longer display the job.

• The rescheduled job now appears on the new date (e.g., May 1).

• Hours and assignments update automatically.

Tips:

• Always leave clear comments for accurate recordkeeping.

• Double-check that the correct resume date is chosen for recurring jobs.